Halpern Financial’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1
| Closed | -$68 | – | 203 |
|
2022
Q4 | $68 | Buy |
+1
| New | +$68 | ﹤0.01% | 193 |
|
2021
Q4 | – | Sell |
-6
| Closed | -$1.57K | – | 308 |
|
2021
Q3 | $1.57K | Hold |
6
| – | – | ﹤0.01% | 239 |
|
2021
Q2 | $2.32K | Sell |
6
-7
| -54% | -$2.71K | ﹤0.01% | 212 |
|
2021
Q1 | $4.18K | Buy |
13
+7
| +117% | +$2.25K | ﹤0.01% | 191 |
|
2020
Q4 | $2.02K | Hold |
6
| – | – | ﹤0.01% | 178 |
|
2020
Q3 | $2.82K | Buy |
+6
| New | +$2.82K | ﹤0.01% | 173 |
|